Workshops in our Investor Education Series include:

Separating Myths From Truths
What are the myths of investing? Many of the mistakes that investors make are due to the fact that most of the information they receive about investing is marketing in disguise. Ever wonder why everyone seems to have a different opinion on how you should invest your money? Ever wonder why an investment that you bought didn't do as well as you had expected? Find out how the investment world really works in this first step to conscious investing.

Choosing your Investment Philosophy
A solid, well-understood investment philosophy provides a stable foundation upon which to base future decisions. Once you have an investment philosophy, it will simplify every decision you will ever have to make about investing. This is one of the most important - but usually overlooked - aspects of investing.

Understanding the Dimensions of Risk & Return
The terms "risk" and "return" have different meanings to different people. It's easy to get confused. Understanding the Dimensions of Risk and Return clarifies these frequently talked about, yet rarely understood, concepts of investing.

Examining your Expectations
Begin to understand the relationship between expectations and results and you will see that it is crucial to your peace of mind about investing. No matter what it is in life, your expectations are the deciding factor in how you feel about the outcome.

The Investment Vortex
Investors and advisors face many challenges as they work together to build a diversified and prudent investment strategy to meet the investor's individual goals. One of the key components to lifelong investment success is an investor's ability to set reasonable and appropriate expectations for investment performance. Unfortunately it has also been one of the most difficult things for investors to achieve consistently. During this session, we will focus on understanding the Black Hole of Investing: The Investment Vortex.

Structuring Your Free Market Portfolio
Most investors will never know what really makes a portfolio work. In Structuring Your Portfolio, we will break down each aspect of building a diversified portfolio that maximizes return for your given level of risk. Our purpose is to break down the academic research conducted over the last 50 years and communicate how it applies to you and your investments.

Costs: The Dark Side of Investing
Tackling this topic is somewhat intimidating because it is an area of empirical and academic research that is wrought with complexity, confusion and a high degree of uncertainty. In this seminar, using layman's terms we're going to examine the costs associated with investing in order for you to better understand this area that can cause great havoc and destruction to your investment portfolio. After we have finished this material, you will know much more than most investment professionals, stockbrokers, financial advisors, insurance agents - People who are in the business of giving financial advice and/or earning commissions on their advice or recommendations to investors. So you will be well-armed to understand what's really going on in the investment world.

The Critical Mindset for Harnessing the Power of Free Markets
One of the most exciting and challenging journeys a person will ever take is the journey of investing. Delving into how money works, how markets work, and how wealth is created in a lifelong commitment and journey that can be very rewarding. It can also be extremely destructive and painful if done the wrong way.